Payology Suite

Automate Your Accounts Receivable, Accounts Payable, and Payment Processing in Salesforce

Simplify and consolidate payments, receivables, and payables into your Salesforce instance with the Payology Suite Salesforce app.

  • Send and receive ACH, credit card, and physical check payments directly in Salesforce
  • Integrate Payology with Salesforce accounting applications or other compatible software
  • Effortlessly automate invoice and payment management for payables and receivables

Automations for Faster Cash Flow and Increased Accounting Accuracy

  • Managers can approve outgoing payments to vendors directly in Salesforce
  • Payments are submitted daily to your bank – we never take possession of your funds!
  • Create payable invoices automatically from emails and PDFs with Payology’s built-in OCR engine

Steamline Payment Processing in Salesforce and Lower Costs

  • Automated Receivables

    Generate invoices automatically or on-demand, send invoices to customers for payment, set up automatic payments, and identify delinquent accounts

  • Automated Payables

    View and pay your payables automatically or on-demand, configure management approval for outgoing payments, and securely collect vendors’ bank account information

  • Recurring Payments

    Automate recurring payments and payment plans for both receivables and payables

  • Salesforce Payment Processing

    Process multiple forms of payments in Salesforce with lower transaction fees than Stripe and Kulturra

    • Plug-and-Play Salesforce Payment Gateway

    As a payment gateway, Payology Suite simply connects your Salesforce org to your banking institution or merchant provider and never takes possession of your funds.

    • Process ACH, credit card, and physical check payments in Salesforce
    • Easy-to-implement extensions for Accounting Seed, Non-Profit and Education Cloud, Outbound Funds Module, and NPSP
    • Bank-agnostic gateway allows you to “bring your own bank” or merchant account

    White-Glove Customer Service: 10 Hours of Implementation Included

    Payology Suite for Salesforce includes 10 hours of Salesforce implementation and admin work by our team of highly skilled business analysts, admins, and developers.

    • Our Business Analysis team will help you organize, implement, and customize Payology Suite
    • Our Customer Success team serves our clients around-the-clock for help with any issue
    • Talk to us 24/7 via a dedicated Slack channel for real time communication with our team

    Process Multiple Types of Payments in Salesforce

    • ACH Payments

      Accept payments and pay bills using ACH payments directly in Salesforce

    • Credit Cards

      Cut out the middlemen and their expensive fees when you use our gateway for credit card payments

    • Physical Checks

      Process physical check payments using our native Check Scanning and Mobile Check Capture solution

    • ACH/Check Verification

      Verify account validity and payment history to lower your risk of returns

    A Unified Platform for AR / AP Automation in Salesforce

    • Collect payment profile info from vendors and customers

    • Manage payment disbursements, collections, and set up recurring payments or payment plans

    • Payment reminders and remittance advice

    • Create Payables from Invoices Automatically

    • Integrates with Salesforce Communities

    • Generate and send invoices

    Greater Accuracy With Bank Bi-Directional Integrations

    As a gateway to your banking institution, we connect you directly to your bank and never hold your funds, resulting in:

    • Reduced float times with same-day posting, next-day settlement of deposits
    • Automatic matching and synchronization of returned payments to the original record in Salesforce
    • One-to-one match between your bank statements and Salesforce reports

    Consult with a solutions expert.